Job Description

Estate Planning Attorney Opportunity: Grow Your Practice with No Marketing Costs

Are you an experienced estate planning attorney looking to expand your client base without the hassle of marketing? Our 41-year-old estate and financial planning services company is seeking a seasoned professional to join our team.

Position Overview

We specialize in post-retirement planning, helping clients and their families prepare for various life events through legal, financial, and tax strategies. As our estate planning attorney, you'll focus on wills, trusts, and related matters while we handle everything else.

What We Offer

• No-Cost Client Introductions : We attract qualified clients and connect them with you.
• Complete Back-Office Support : Focus on being an attorney while we manage the rest.
• Zero Out-of-Pocket Expenses : Grow your practice without financial risk.
• Flexible Work Environment : 100% virtual/telephonic consultations.
• Direct Weekly Payments : No need to chase invoices.

Key Benefits

• Add new clients weekly
• Control your own schedule
• Expand your client base effortlessly
• Personal and professional growth opportunities

Qualifications

• 3-5 years of estate plan drafting experience
• Expertise in probate avoidance, asset protection, business formation and succession planning
• Knowledge of taxation, Medicaid-related issues, and special needs planning
• Comfort with virtual consultations
• Professional liability insurance

If you're ready to take your estate planning practice to the next level without the burden of marketing or administrative tasks, this opportunity is perfect for you. Join our team and focus on what you do best – providing expert legal advice and peace of mind to clients.

Requirements

• Active membership with the Wisconsin State Bar
• Private practice required
• Residency in the state of Wisconsin preferred
• At least three years of experience in estate plan drafting
• Familiarity with modern technology, including Microsoft products and CRMs
• Comfortable with virtual communication methods
• Prior experience in business formation highly desirable
• Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous
• Additional state bar admissions would be a plus
• Bilingual skills would be a plus

If you meet the above requirements and are interested in joining our network of attorneys, please submit your resume today. We offer competitive commissions, flexible schedule, as well as the opportunity to work with a dynamic team of professionals with the same goal of ensuring our customers enjoy a smooth experience from marketing to estate settlement.

Benefits

We provide:

• Client base growth without the need for marketing time or expense.

• Back-office support including information collection, technology assistance and reference material

• Deed retrieval

• Document printing

• Assistance with document execution

• Control of your own time and schedule.

• Direct weekly payment without the hassle of invoices.

• Conduct 100% virtual/telephonic consultations.

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